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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/25 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,717
較 2021 年第 4 季 −66
總值
$3.94 億
較 2021 年第 4 季 +$3,713 萬 (+10.4%)
申報日
2022/5/25
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PCGPG&E CorpStock158$2,000<0.1%00.0%不變歷史
RGRSturm Ruger & Co IncStock24$2,000<0.1%00.0%不變歷史
AIC3.ai, Inc.Stock69$2,000<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock4$2,000<0.1%−25−86.2%減碼歷史
AESAES CorpStock102$2,000<0.1%+57+126.7%加碼歷史
GDGeneral Dynamics CorpStock9$2,000<0.1%−28−75.7%減碼歷史
VODVodafone Group Public Ltd CoADR142$2,000<0.1%−2,012−93.4%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF55$2,000<0.1%00.0%不變–
KSSKOHLS CorpStock27$2,000<0.1%00.0%不變歷史
APEIAmerican Public Education IncStock76$2,000<0.1%−422−84.7%減碼歷史
DKSDick's Sporting Goods, Inc.Stock16$2,000<0.1%+16新進歷史
CPTCamden Property TrustREIT14$2,000<0.1%00.0%不變歷史
DTDynatrace, Inc.Stock50$2,000<0.1%00.0%不變歷史
PTCPTC Inc.Stock15$2,000<0.1%−52−77.6%減碼歷史
ATOAtmos Energy CorpCOM17$2,000<0.1%+17新進歷史
PRVAPrivia Health Group, Inc.COM79$2,000<0.1%00.0%不變歷史
CINFCincinnati Financial CorpCOM16$2,000<0.1%00.0%不變歷史
PRKSUnited Parks & Resorts Inc.COM23$2,000<0.1%00.0%不變歷史
RPRXRoyalty Pharma plcSHS CLASS A40$2,000<0.1%00.0%不變歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT182$2,000<0.1%−148−44.8%減碼歷史
UFCSUnited Fire Group IncCOM54$2,000<0.1%00.0%不變歷史
MFGMizuho Financial Group IncSPONSORED ADR888$2,000<0.1%−674−43.1%減碼歷史
EXRExtra Space Storage Inc.COM10$2,000<0.1%+8+400.0%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A3$2,000<0.1%−11−78.6%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM167$2,000<0.1%+129+339.5%加碼歷史
TGTXTG Therapeutics, Inc.COM240$2,000<0.1%00.0%不變歷史
TNLTravel & Leisure Co.COM38$2,000<0.1%00.0%不變歷史
CNOCNO Financial Group, Inc.COM68$2,000<0.1%00.0%不變歷史
PBIPitney Bowes IncCOM340$2,000<0.1%+71+26.4%加碼歷史
FEFirstenergy CorpCOM39$2,000<0.1%00.0%不變歷史
TILEInterface IncCOM168$2,000<0.1%−237−58.5%減碼歷史
DXPEDXP Enterprises IncCOM NEW71$2,000<0.1%+71新進歷史
IMAXImax CorpCOM112$2,000<0.1%00.0%不變歷史
NEUNewmarket CorpCOM5$2,000<0.1%00.0%不變歷史
BDCBelden Inc.COM41$2,000<0.1%00.0%不變歷史
EXTRExtreme Networks IncCOM162$2,000<0.1%00.0%不變歷史
SKTTanger Inc.COM101$2,000<0.1%00.0%不變歷史
MDBMongoDB, Inc.CL A5$2,000<0.1%−13−72.2%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM23$2,000<0.1%00.0%不變歷史
PATKPatrick Industries IncCOM31$2,000<0.1%+31新進歷史
CTSCTS CorpCOM65$2,000<0.1%−81−55.5%減碼歷史
LKFNLakeland Financial CorpCOM26$2,000<0.1%00.0%不變歷史
DNLIDenali Therapeutics Inc.COM51$2,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$2,000<0.1%00.0%不變–
UVEUniversal Insurance Holdings, Inc.COM147$2,000<0.1%−255−63.4%減碼歷史
KOPKoppers Holdings Inc.COM63$2,000<0.1%−127−66.8%減碼歷史
JEFJefferies Financial Group Inc.COM55$2,000<0.1%+55新進歷史
PCORProcore Technologies, Inc.COM27$2,000<0.1%00.0%不變歷史
NHINational Health Investors IncCOM35$2,000<0.1%−54−60.7%減碼歷史
HEIHeico CorpCOM15$2,000<0.1%00.0%不變歷史
LFUSLittelfuse IncCOM7$2,000<0.1%−5−41.7%減碼歷史
HTHHilltop Holdings Inc.COM71$2,000<0.1%−267−79.0%減碼歷史
ANIKAnika Therapeutics, Inc.COM62$2,000<0.1%+62新進歷史
CDNACareDx, Inc.COM60$2,000<0.1%00.0%不變歷史
UGPUltrapar Holdings IncSP ADR REP COM621$2,000<0.1%00.0%不變歷史
CRVLCorvel CorpCOM11$2,000<0.1%00.0%不變歷史
SIGASiga Technologies IncCOM258$2,000<0.1%00.0%不變歷史
LPGDorian LPG Ltd.SHS USD144$2,000<0.1%00.0%不變歷史
INVAInnoviva, Inc.COM113$2,000<0.1%00.0%不變歷史
ROKURoku, IncCOM CL A15$2,000<0.1%−36−70.6%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW20$2,000<0.1%+10+100.0%加碼歷史
UDRUDR, Inc.COM27$2,000<0.1%+27新進歷史
TPRTapestry, Inc.COM53$2,000<0.1%−52−49.5%減碼歷史
AOSSmith A O CorpCOM24$2,000<0.1%+24新進歷史
CVNACarvana Co.CL A15$2,000<0.1%+12+400.0%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS31$2,000<0.1%−17−35.4%減碼歷史
SSLSasol LtdSPONSORED ADR86$2,000<0.1%+86新進歷史
EIGEmployers Holdings, Inc.COM49$2,000<0.1%−134−73.2%減碼歷史
CPFCentral Pacific Financial CorpCOM NEW70$2,000<0.1%00.0%不變歷史
PMTPennyMac Mortgage Investment TrustCOM133$2,000<0.1%00.0%不變歷史
ASRSoutheast Airport GroupSPON ADR SER B7$2,000<0.1%00.0%不變歷史
CALCaleres IncCOM97$2,000<0.1%−118−54.9%減碼歷史
CFFNCapitol Federal Financial, Inc.COM170$2,000<0.1%00.0%不變歷史
CMTLComtech Telecommunications CorpCOM NEW116$2,000<0.1%−173−59.9%減碼歷史
DMCDel Monte CorpORD68$2,000<0.1%00.0%不變歷史
DBIDesigner Brands Inc.CL A125$2,000<0.1%−386−75.5%減碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM147$2,000<0.1%−921−86.2%減碼歷史
FATEFate Therapeutics IncCOM45$2,000<0.1%00.0%不變歷史
HFWAHeritage Financial CorpCOM74$2,000<0.1%00.0%不變歷史
HFFGHF Foods Group Inc.COM266$2,000<0.1%00.0%不變歷史
HNSTHonest Company, Inc.COM393$2,000<0.1%+393新進歷史
INGNInogen IncCOM62$2,000<0.1%+62新進歷史
KREFKKR Real Estate Finance Trust Inc.COM78$2,000<0.1%00.0%不變歷史
KROKronos Worldwide IncCOM155$2,000<0.1%00.0%不變歷史
KURAKura Oncology, Inc.COM135$2,000<0.1%00.0%不變歷史
OIO-I Glass, Inc.COM170$2,000<0.1%+170新進歷史
PCRXPacira BioSciences, Inc.COM21$2,000<0.1%00.0%不變歷史
RGNXREGENXBIO Inc.COM70$2,000<0.1%+70新進歷史
REXRex American Resources CorpCOM23$2,000<0.1%00.0%不變歷史
TNCTennant CoCOM31$2,000<0.1%−8−20.5%減碼歷史
TGTredegar CorpCOM126$2,000<0.1%00.0%不變歷史
TCXTucows IncCOM NEW27$2,000<0.1%−1−3.6%減碼歷史
TDAYUSA TODAY Co., Inc.COM392$2,000<0.1%−1,049−72.8%減碼歷史
EGYVaalco Energy IncCOM NEW295$2,000<0.1%00.0%不變歷史
XRXXerox Holdings CorpCOM NEW102$2,000<0.1%00.0%不變歷史
ZUMZZumiez IncCOM65$2,000<0.1%00.0%不變歷史
BRYBerry Corp (bry)COM232$2,000<0.1%00.0%不變歷史
BIGGQFormer BL Stores IncCOM53$2,000<0.1%+53新進歷史
AVTAAvantax, Inc.COM82$2,000<0.1%00.0%不變歷史
CSGSCSG Systems International IncCOM38$2,000<0.1%00.0%不變歷史

2021 年第 4 季之後清倉(213 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 213 檔。

EverSource Wealth Advisors, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
ETF Ser Solutions26922A511US DIVERSIFIED11,512$45.4 萬0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,240$36.2 萬0.1%–
PLANAnaplan, Inc.COM4,015$18.4 萬0.1%歷史
iShares Select Dividend ETF464287168ETF734$9.00 萬<0.1%–
ZSZscaler, Inc.Stock250$8.00 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF108$5.60 萬<0.1%歷史
BURLBurlington Stores, Inc.COM131$3.80 萬<0.1%歷史
NETCloudflare, Inc.CL A COM261$3.40 萬<0.1%歷史
OPTUOptimum Communications, Inc.CL A2,029$3.30 萬<0.1%歷史
Farfetch Ltd30744W107ORD SH CL A921$3.10 萬<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A681$3.00 萬<0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,678$2.70 萬<0.1%歷史
DCBODocebo Inc.COM396$2.70 萬<0.1%歷史
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,268$2.70 萬<0.1%–
AEEAmeren CorpCOM291$2.60 萬<0.1%歷史
TREELendingTree, Inc.COM192$2.40 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A315$2.20 萬<0.1%歷史
VanEck Vectors ETF Tr92189F403RUSSIA ETF809$2.20 萬<0.1%–
CNVYConvey Health Solutions Holdings, Inc.COM2,723$2.20 萬<0.1%歷史
Cornerstone Building Brands, Inc.21925D109COM1,200$2.10 萬<0.1%–
FMBIFirst Midwest Bancorp IncCOM975$2.00 萬<0.1%歷史
MGLNMagellan Health IncCOM NEW209$2.00 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS347$1.90 萬<0.1%–
AMBPArdagh Metal Packaging S.A.SHS2,101$1.90 萬<0.1%歷史
RBNCReliant Bancorp, Inc.COM533$1.90 萬<0.1%歷史
OSISOsi Systems IncCOM183$1.70 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A500$1.70 萬<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B391$1.70 萬<0.1%–
HFCHollyFrontier CorpCOM430$1.40 萬<0.1%歷史
PAEPAE IncCOM CL A1,410$1.40 萬<0.1%歷史
COOKTraeger, Inc.COMMON STOCK1,126$1.40 萬<0.1%歷史
SPNTSiriusPoint LtdCOM1,625$1.30 萬<0.1%歷史
KRAKraton CorpCOM272$1.30 萬<0.1%歷史
ONTFON24 Inc.COM712$1.30 萬<0.1%歷史
DIDIYDiDi Global Inc.SPONSORED ADS2,652$1.30 萬<0.1%歷史
WGOWinnebago Industries IncCOM158$1.20 萬<0.1%歷史
SUISun Communities IncCOM52$1.10 萬<0.1%歷史
TASTCarrols Restaurant Group, Inc.COM3,723$1.10 萬<0.1%歷史
CPACopa Holdings, S.A.CL A124$1.00 萬<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW62$1.00 萬<0.1%歷史
RHRHCOM19$1.00 萬<0.1%歷史
LZLegalzoom.com, Inc.COM608$1.00 萬<0.1%歷史
GESGuess IncCOM443$1.00 萬<0.1%歷史
MTTRMatterport, Inc.COM CL A500$1.00 萬<0.1%歷史
SNOWSnowflake Inc.Stock27$9,000<0.1%歷史
TTMITTM Technologies IncCOM578$9,000<0.1%歷史
NATNordic American Tankers LtdCOM5,312$9,000<0.1%歷史
BRF SA10552T107SPONSORED ADR2,271$9,000<0.1%–
FRTAForterra, Inc.COM371$9,000<0.1%歷史
GWBGreat Western Bancorp, Inc.COM266$9,000<0.1%歷史
NTUSNatus Medical IncCOM386$9,000<0.1%歷史
TCOMTrip.com Group LtdADS293$8,000<0.1%歷史
XMTRXometry, Inc.CLASS A COM162$8,000<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF48$8,000<0.1%–
PAYAPaya Holdings Inc.COM CL A1,322$8,000<0.1%歷史
VLDRVelodyne Lidar, Inc.COM1,683$8,000<0.1%歷史
MKTXMarketaxess Holdings IncCOM18$7,000<0.1%歷史
PRSUPursuit Attractions & Hospitality, Inc.COM157$7,000<0.1%歷史
AVAHAveanna Healthcare Holdings, Inc.COM946$7,000<0.1%歷史
TDOCTeladoc Health, Inc.COM77$7,000<0.1%歷史
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7,000<0.1%–
STFCState Auto Financial CORPCOM132$7,000<0.1%歷史
INFOIHS Markit Ltd.SHS56$7,000<0.1%歷史
WENWendy's CoStock251$6,000<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF55$6,000<0.1%–
TPLTexas Pacific Land CorpStock5$6,000<0.1%歷史
CTRECareTrust REIT, Inc.COM273$6,000<0.1%歷史
MGAMagna International IncCOM79$6,000<0.1%歷史
LZBLa-Z-Boy IncCOM151$6,000<0.1%歷史
PARRPar Pacific Holdings, Inc.COM NEW386$6,000<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 10522$6,000<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW76$6,000<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM289$6,000<0.1%歷史
XLNXXilinx IncCOM27$6,000<0.1%歷史
ARGXArgenx SESPONSORED ADR13$5,000<0.1%歷史
IGRCbre Global Real Estate Income FundCOM551$5,000<0.1%歷史
CNKCinemark Holdings, Inc.COM290$5,000<0.1%歷史
VVXV2X, Inc.COM120$5,000<0.1%歷史
VITLVital Farms, Inc.COM285$5,000<0.1%歷史
ADVAdvantage Solutions Inc.COM CL A632$5,000<0.1%歷史
OSHOak Street Health, Inc.COM161$5,000<0.1%歷史
AZZAzz IncCOM80$4,000<0.1%歷史
ELFe.l.f. Beauty, Inc.COM114$4,000<0.1%歷史
PPLIPeople IncCOM NEW30$4,000<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT268$4,000<0.1%歷史
BEKEKE Holdings Inc.SPONSORED ADS234$4,000<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM190$4,000<0.1%歷史
TRUTransUnionCOM33$4,000<0.1%歷史
DDD3D Systems CorpCOM NEW177$4,000<0.1%歷史
ATHMAutohome Inc.SP ADS RP CL A132$4,000<0.1%歷史
MNROMonro, Inc.COM69$4,000<0.1%歷史
SHOEShoe Station Group IncCOM90$4,000<0.1%歷史
TEADTeads Holding Co.COM274$4,000<0.1%歷史
VMDViemed Healthcare, Inc.COM789$4,000<0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A395$4,000<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A192$4,000<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM1,050$4,000<0.1%歷史
iShares Tr464287382JPX NIKKEI 40050$4,000<0.1%–
ITIIteris, Inc.COM997$4,000<0.1%歷史
BFXBowflex Inc.COM673$4,000<0.1%歷史